HomeMy WebLinkAbout07-10-12 (3)suREau of INDIVIDUAL rnxes I~ OF INHERITANCE TAX
^L/~lN!. ALLOWANCE OR DISALLOWANCE
INHERITANCE TAX DIMSIDN gClb I ,IONS AND ASSESSMENT OF TAX
PO BOX 288601
HARRISBURG PA 17128-0681
2EIi2 JUi. 10 PM 12~ 14
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VIII"fY'YYp 4NlX'fT
VICKY ANN TRIMMER ~"
PO BOX 659
MECHANICSBURG PA 17055-0659
pennsylvania ~
DEPARTMENT OF REVENUE
REV-1547 EX AFP (12-11)
DATE 07-02-2012
ESTATE OF WETHERELL JOHN S
DATE OF DEATH 11-03-2011
FILE NUMBER 21 11-1256
COUNTY CUMBERLAND
ACN 101
APPEAL DATE: 08-31-2012
(See reverse side under Objections)
Amount Remittetl~~
MAKE CHECK PAYABLE AND REMIT PAYMENT TO:
REGISTER OF WILLS
1 COURTHOUSE SQUARE
CARLISLE PA 17013
CUT ALONG THIS LINE ---- ~ RETAIN LOWER PORTION FOR YOUR RECORDS ~
REV-15 47 EX AFP C12-11) NOTICE OF INHERITANCE TAX APP RAISEME NT, ALLOWANCE OR
DISALLOWANCE OF DEDUCTIONS AND ASSESS MENT OF TAX
ESTATE OF: WETHERELL JOHN SFILE N0. :21 11-1256 ACN: 101 DATE' 07-02-2012
TAX RETURN WAS: (X 7 ACCEPTED AS FILE D ( ) CHANGED
APPRAISED VALUE OF RETURN BASED ON: ORIGINAL RETURN
1. Real Estate (Schedule A7 (17 186,600.00 NOTE: To ensure
2.
Stocks and Bontls (Schedule B7
(y
163,873.00 proper
<re dit to your account,
3. Closely Held Stock/Partnership Interest (Schetlule L) (3) .00 submit the upper portion
4.
Mortgages/Notes Receivable (Schedule D7
(47
00 of this form with your
. tax payment.
5. Cash/Sank Deposits/Misc. Personal Property (Schetlule E) (5) 115,415.00
6. Jointly Owned Property [Schedule F7 (6) .00
7. Transfers (Schedule G) (77 211,911.00
e. Total Assets (8) 677.799.00
APPROV ED DEDUCTIONS AND EXEMPTIONS:
9. Funeral Expanses/Atlm. CasYS/MSse. Expenses (Schedule H) (g7 18.022.00
10. Debts/Mortgage Liabilities/Liens (Schedule I7 (10) 220.002.00
11. Total Deductions (117 238,024.00
12. Net Value of Tax Return (1p7 439,775.00
13. Charitable/Governmental Beuuests; Non-elected 9113 Trusts (Schedule J) (13) .00
14. Net Value of Estate Subject to Tax (147 439.775.00
NOTE: If an assessment was issued previously, lines 14, 15~ and/or 16 ,. 17 , 18 and 19 will
reflect figures that include the total of ALL returns assessed to date.
ASSESSMENT OF TAX:
15. Amount of Line 14 at Spousal rate (157 .00 X 00 - .00
ib. Amount of Line 14 Yaxable at Lineal/Class A rate (16) 634.77 F.. 00 X 045 = 19,565.00
17. Ampunt of Line 14 at Sibling rate C17) 00
.
X 12 .00
18. Amount of Lina 14 taxable at Collateral/Class B rate (18) S,000.OD x 15 - 750.00
- 19. Principal Tax Due ~ (19)= 20,315.00
TAX CREDITS:
PAYMENT
DATE RECEIPT
NUMBER DISCOUNT C+)
INTEREST/PEN PAID (-)
AMOUNT PAID
03-05-2012 CD015664 .00 20,315.00
TOTAL TAX PAYMENT 20,315.00
BALANCE OF TAX DUE .00
INTEREST AND PEN. .00
TOTAL DUE .00
~ IF PAID AFTER DATE INDICATED. SEE REVERSE IF TOTAL OUE IS REFLECTED AS A "CREDIT" (CR), VDU MAY BE DUE
FOR CALCULATION OF ADDITIONAL INTEREST. A REFUND. SEE REVERSE SIDE OF THIS FORM FOR INSTRU CT IONS~Q,